With over three decades in the advisory and consulting industry, Bill enjoys helping professionals, businesses, and their families pursue their goals of financial independence and freedom. Prior to joining Wealth Enhancement in 2024, he worked with Starfox Financial for seven years. He was also with Merrill Lynch for nearly 13 years as a Senior Financial Advisor and Wealth Management Advisor before moving to Starfox Financial.
After serving in the U.S. Army Special Forces as a Green Beret, Kevin launched his career with UPS before transitioning to a career as a financial advisor where he leverages his skills gained from his military and corporate experience. With 20+ years in business and financial planning, and substantial education and professional certifications, he currently serves as a financial advisor with Wealth Enhancement, where he creates strategic financial, retirement and tax plans for his clients.
Kimberly brings over 20 years of experience in financial services. Her expertise and certifications allow her to always stay informed about best in class planning strategies and hold her to the highest fiduciary and ethical standards. Kimberly is passionate about getting to know her clients on a deeper level and works as their personal CFO.
Steve has been practicing wealth management since 2013. He spent many years focused on helping executives from the Biopharma Industry in Boston. He noticed that because of the industry’s fast pace and growing complexity, it is often difficult for professionals to properly plan for their personal goals.
Chris began his career in the industry as a financial advisor with Merrill Lynch in 2015. He also spent five and a half years as the lead advisor for Bayntree Wealth Advisors and specialized in the RIA space, assisting his clients in minimizing their taxes and creating a strong income plan for retirement by developing a comprehensive financial plan. Chris and his wife currently reside in Scottsdale, Arizona and welcomed a baby boy, in November 2022.
With over 17 years of experience in the financial industry, Jenn brings significant knowledge and experience to her clients as a seasoned financial advisor with Wealth Enhancement. Jenn's career began with a focus on employer-sponsored retirement plans, where she excelled in teaching people about investing, retirement planning, Social Security strategies, and more.
Evan believes in meaningful client-advisor relationships and has a passion for gaining a deep understanding of what is important to his clients. He has over nine years of knowledge and experience in the financial services industry, previously working at UBS as a Financial Advisor and Corporate Stock Benefit Consultant. Evan joined Wealth Enhancement group through the 2020 JOYN acquisition. He fuses his industry expertise with client goals to offer ideas and strategies that align with their values.
Over the last several years, Michael has handled corporate investment, managing the quality of the client experience and expansion for future growth. His parents are his inspiration. He credits them as his role model in raising his own three children, and in showing him the proper way to care about people. Their guidance ultimately became a major influence in creating his approach to counseling clients. Mike enjoys traveling and playing golf and a good game of chess.
With three decades of experience in the financial industry, Kos leverages his knowledge and substantial experience to provide financial planning and wealth management services to a wide range of clients. In his current position as a financial advisor with Wealth Enhancement Group, he helps his clients pursue their financial goals through close communication and consultation.
Merlyne joined Wealth Enhancement Group as part of the 2018 partnership with OneSource Retirement Advisors. As a Senior Tax Advisor, she researches investment planning issues with a strong focus on retirement planning. Merlyne is currently working toward a Certified Financial Planner™ Professional certificate. Her background includes income tax preparation and planning. Merlyne lives in Malvern, PA with her husband Mike and sons Calvin and Chris. She has a Saint Bernard named Ku’uipo.
